Nasdaq - Delayed Quote USD

American Century Sustainable Equity I (AFEIX)

52.88 -0.89 (-1.66%)
At close: September 6 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 13.87%
5y Average Return 14.09%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Sep 5, 2024) 34.04%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 34.04%
Worst 3Y Total Return 7.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AFEIX
Category
YTD
17.01%
5.31%
1-Month
2.26%
-4.19%
3-Month
5.92%
3.90%
1-Year
24.48%
20.31%
3-Year
7.51%
6.48%
5-Year
15.10%
11.78%
10-Year
12.49%
10.96%
Last Bull Market
26.42%
25.56%
Last Bear Market
-16.80%
-15.11%

Annual Total Return (%) History

Year
AFEIX
Category
2024
--
--
2023
24.45%
22.32%
2022
-19.37%
-16.96%
2021
28.85%
26.07%
2020
19.54%
15.83%
2019
34.04%
28.78%
2018
-5.30%
-6.27%
2017
26.05%
20.44%

2016
9.19%
10.37%
2015
-1.43%
-1.07%
2014
14.23%
10.96%
2013
31.84%
31.50%
2012
15.46%
14.96%
2011
4.47%
-1.27%
2010
14.04%
14.01%
2009
22.29%
28.17%
2008
-35.24%
-37.79%
2007
14.25%
6.16%
2006
21.17%
14.17%
2005
--
5.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.03% 2.54% -- --
2023 6.95% 7.59% -3.28% 11.82%
2022 -6.97% -16.80% -4.46% 9.02%
2021 5.32% 8.85% 0.82% 11.49%
2020 -18.93% 21.30% 9.28% 11.24%
2019 13.49% 5.27% 2.26% 9.71%
2018 0.14% 1.33% 8.62% -14.09%
2017 5.32% 4.80% 5.02% 8.74%
2016 -0.38% 0.71% 5.62% 3.04%
2015 0.88% 0.05% -7.50% 5.58%

2014 1.56% 4.65% 1.42% 5.97%
2013 10.80% 3.29% 4.48% 10.25%
2012 12.92% -3.95% 6.60% -0.13%
2011 6.81% 0.00% -13.43% 12.97%
2010 4.82% -11.40% 10.18% 11.45%
2009 -12.15% 14.20% 15.54% 5.50%
2008 -9.10% -3.09% -7.69% -20.37%
2007 3.92% 8.06% 3.36% -1.57%
2006 5.01% -0.94% 6.02% 9.87%
2005 3.78% -- -- --

Rank in Category (By Total Return)

YTD 61
1-Month 56
3-Month 75
1-Year 62
3-Year 64
5-Year 44

Load Adjusted Returns

1-Year 24.48%
3-Year 7.51%
5-Year 15.10%
10-Year 12.49%

Performance & Risk

YTD Return 13.87%
5y Average Return 14.09%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family American Century Investments
Net Assets 4.67B
YTD Return 17.01%
Yield 0.91%
Morningstar Rating
Inception Date Jul 29, 2005

Fund Summary

The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock’s value and growth potential with ESG metrics. The model assigns each security a financial metrics score and an ESG score that are combined on an equal basis to create an overall score. To measure growth, the managers may use the rate of growth of a company’s earnings and cash flow and changes in its earnings estimates.

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